Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Santa Maria ▼
Nipomo

Category:
Banking

Contract Type:
Employment contract

Salary:

25.00 - 38.00 USD / Hour

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Job Description:

Relationship Banker position with Wells Fargo's National Branch Network, part of Consumer, Small & Business Banking division. Responsible for building customer relationships, assessing needs, offering banking products and services, and providing excellent customer service.

Job Responsibility:

Participate in building relationships with customers
Identify opportunities for offering Wells Fargo retail banking deposit and credit products
Analyze tactical business challenges for full-service banking
Present recommendations for resolving inquiries and service requests
Open and service accounts within authorized limits
Provide information to internal partners to enhance customer experience
Identify opportunities to leverage partners
Partner with financial advisors for investment needs
Provide self-service digital banking options to customers

Requirements:

2+ years of customer service experience
1+ year of assessing and meeting customer needs or issue resolution
1+ year of building and maintaining effective relationships with customers and partners
FINRA Series 6 and Series 63 examinations (or recognized equivalents)
State Insurance license(s)
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture

Nice to have:

Customer service focus with experience handling transactions across multiple systems
Proficient with proactively sourcing, acquiring, building relationships
Strong verbal, written, and interpersonal communication skills
Knowledge of book of business processes
Ability to be proactive, innovative, and creative
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products
Business acumen for financial services consultation
Knowledge of financial services consumer lending products
Ability to educate customers on mobile banking options

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
August 28, 2025

Expiration:
September 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker